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  • Position:

    Client Service Assistant

    Occupation:

    Insurance

    Sub Occupation:

    Insurance Others

Interested business type

  • Insurance

Job Location

Bangkok (All)

Latest Salary

50,000 - 65,000 THB

Job Type

Full time

Availability

Immediate

Working Bangkok

Yes

Work Upcountry

Yes

Willing to work oversea?

Yes

Education

2013 - Ramkhamhaeng University

Faculty:Faculty of Political Science
Major:Political Science
GPA 2.80 - Bachelor's Degree

2006 - Srivikorn school

Faculty:English - French
Major:English French Program
GPA 3.50 - Senior High School

Experience/ Internship

October 2024 to February 2026  (1 Year 4 Month)
  • Last Position:
  • Assistant Manager
  • Business Type:
  • Insurance

Job Description

  • Job Purpose: The Group Insurance Marketing (Broker Channel) Officer is responsible for managing and expanding group insurance business through insurance brokers. This role focuses on developing strong relationships with brokers, supporting sales activities, and driving growth of group health insurance and other group insurance products in alignment with the company’s business strategy. Manage and develop group insurance business through assigned insurance brokers. Drive new business acquisition and manage renewal business for group insurance policies via broker channels. Build and maintain strong relationships with brokers to support sales growth and long-term partnerships. Promote group insurance products, especially group health insurance, to broker partners and corporate clients. Coordinate with brokers to prepare quotations, proposals, and presentations for both new and renewal accounts. Oversee and manage policy endorsements, including member additions and deletions, salary changes, plan changes, and other policy amendments. Ensure accuracy, completeness, and timely processing of endorsement requests in coordination with underwriting and operations teams. Work closely with underwriting, operations, and claims teams to ensure smooth policy issuance, renewal, and servicing. Support brokers through product training, sales support, joint client meetings, and marketing initiatives. Monitor broker performance, sales pipelines, new business, and renewal ratios to achieve assigned targets. Analyze market trends, competitor products, and broker feedback to improve product positioning and marketing strategies. Prepare regular sales, renewal, and endorsement reports for management. Ensure compliance with company policies, underwriting guidelines, and relevant insurance regulations.
June 2019 to August 2024  (5 Year 2 Month)
  • Last Position:
  • Client Services Assistant
  • Business Type:
  • Insurance

Job Description

  • Job Purpose: Acts as a liaison between clients, producing brokers, and placing brokers to ensure that new business, renewal, and mid-term requirements are fully understood and best met through the provision of suitable coverage, appropriate pricing, and efficient servicing. Keep abreast of the current market situation locally, regionally, and internationally, analyze business opportunities, and take initiative to target new products. Identify, develop, and implement new areas of insurance products to serve both existing and new clients, whether it involves introducing new products or revisiting existing ones. Identify, negotiate, and deal with appropriate business partners to secure the best insurance packages or programs. Coordinate closely with the Risk Services Department and other relevant departments to monitor the performance of each product launch, gather feedback, adjust product details as necessary, and introduce additional marketing tools to ensure the product's success. Perform other duties as assigned.
October 2018 to March 2019  (6 Month)
  • Last Position:
  • Wealth Management Associate
  • Business Type:
  • Commercial banks

Job Description

  • Established and cultivated long-term relationships with High Net Worth individuals to enhance their investment potential and support their achievement of personal financial goals. Delivered professional financial services, offering expert advice on a range of investment products including fixed deposit funds, insurance, and other alternative investments. Managed personal financial planning with precision, appropriateness, and responsibility, tailored to the financial status of each customer. Prepared comprehensive Customer Portfolio Reports, providing strategic recommendations for financial management and suggesting appropriate financial products. Expanded the customer base and consistently improved service quality.
June 2017 to April 2018  (10 Month)
  • Last Position:
  • Provider Relations Executive
  • Business Type:
  • Insurance

Job Description

  • Recruited, contracted, and maintained long-term relationships with clinics, hospitals, and ancillary care providers. Managed key provider relationships, including resolving issues, to ensure a positive and collaborative relationship with the company. Conducted in-depth analysis of the provider network to ensure adequacy in addressing access requirements and identified and recruited new providers to meet specific geographic or care needs. Ensured that the company’s recruitment and retention targets for the provider network were consistently achieved. Issued EOP (explanation of provider payments) to providers. Undertook various tasks assigned by the company to support its growth, revenue, and provider network objectives.
February 2017 to May 2017  (3 Month)
  • Last Position:
  • Corporate Sales for Life Insurance
  • Business Type:
  • Insurance

Job Description

  • Was responsible for managing sales of group insurance policies. Prepared and maintained customer databases, and identified new customers to meet sales targets. Collaborated with various insurance companies to ensure optimal service and product offerings.
March 2016 to January 2017  (11 Month)
  • Last Position:
  • Staff Corporate Business - Corporate Solutions Provider
  • Business Type:
  • Insurance

Job Description

  • Managed sales of group insurance policies. Prepared and maintained customer databases, and identified new customers to meet sales targets.
January 2016 to February 2016  (1 Month)
  • Last Position:
  • Consultant
  • Business Type:
  • Education

Job Description

  • Was responsible for recommending courses, providing support, and assisting customers. Organized and scheduled courses effectively.
September 2012 to December 2015  (3 Year 3 Month)
  • Last Position:
  • Sale Advisor
  • Business Type:
  • Retail

Job Description

  • Provided advice, support, and assistance to customers. Managed and organized inventory effectively. Supported staff operations in Indonesia.
August 2011 to September 2012  (1 Year 1 Month)
  • Last Position:
  • Alteration and sale
  • Business Type:
  • Retail

Job Description

  • Assisted senior staff and performed various tasks as assigned by them.
May 2009 to January 2010  (9 Month)
  • Last Position:
  • Service Centers
  • Business Type:
  • Computer/ IT

Job Description

  • Updated and maintained the customer database. Collected and systematically organized data into Excel spreadsheets.
January 2009 to April 2009  (3 Month)
  • Last Position:
  • Recruitment Agency
  • Business Type:
  • Recruitment

Job Description

  • [รายละเอียดงานไม่ระบุในต้นฉบับ]

Hard Skill

  •  - Microsoft Excel / Experienced
  •  - Microsoft Word / Experienced
  •  - Microsoft PowerPoint / Skillfull

Soft Skill

  •  - Communication and coordination
  •  - Management and administration
  •  - Customer Service

Language skills

  • Speaking

  • Listening

  • Reading

  • Writing

  • Thai
  • Excellent
  • Excellent
  • Excellent
  • Excellent
  • English
  • Medium
  • Medium
  • Good
  • Good

Typing Skills

  • Thai : 50 words / min
  • English : 50 words / min
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